2019 EBTEL Membership is available now

It’s time to join EBTEL or renew your EBTEL membership for 2019.

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Thank you to Paula Leibovitz Goodwin and Caitlin Carey for discussing: “Beyond NINGs and DINGs – Incomplete Gift Trust Planning for Nontaxable, Maybe Taxable, and Very Taxable Estates.” _______________________________________________________________________________________ Thank you to Kevin Urbatsch for discussing trust provisions that can be added into Special Needs Trusts and new tools like the ABLE account and True Link card which greatly expands what the planner can create to improve the quality of life of persons with disabilities.

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Upcoming Events

Please join us in 2019 for more events. Click below to see what is coming up.

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Upcoming Events

Resources

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EBTEL has proudly served the East Bay for seven years. Find out who we are.